Estate, Trust, & Multigenerational Planning

Client Centered

The how, what, when, where and why of leaving behind a legacy are different for everyone. It is as much about an individual’s personal philosophy and family dynamics, as it is about efficient wealth transfer.

It is because we take considerable time getting to know and understand your objectives and concerns, that we can develop estate plan constructs that are aligned with your values and help meet your desired outcomes. In an effort to help you understand the ultimate outline and flow of assets through your estate documents, we will often diagram out how and when the various vehicles in your estate will flow to future generations.

We also facilitate the drafting of documents through a third-party estate attorney of your choosing and monitor the legal landscape to help ensure that the estate plan remains current and effective as originally intended.  As life situations often ebb and flow, we take care to ensure your estate documents are as flexible as possible, to allow them to be able to adapt with your wishes. In estate planning, like in life, we know that equitable doesn’t always mean equal.

Deliverables May Include:

A comprehensive listing of your estate assets/liabilities and diagrams illustrating your current versus proposed plan

Various insights and advice around document retention, identity protection, personal security and social media protection

Customized project driven illustrations and white papers to address the individualistic needs of each client

An online financial planning organizer and vault to consolidate your financial information in a secure and accessible portal

Quizzes & Calculators

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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What Is My Life Expectancy?

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Understanding the Alternate Valuation Date

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Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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The information being provided is strictly as a courtesy. When you click on any of the links provided here, you are viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website.

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